See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,476 | $98,750+23.0% | $149,696-18.9% | $79,858+52.1% |
| Participation rate | 59.2% | 75.8%-16.6pp | 82.5%-23.3pp | 69.6%-10.4pp |
| Annual return | 14.18% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,969 | $3,216-7.7% | $4,644-36.1% | $2,471+20.2% |
| Participant deferral / active EE | $6,455 | $5,680+13.6% | $6,842-5.7% | $3,740+72.6% |
| Admin fee / account holder | $2,239 | $6,053-63.0% | $9,309-75.9% | $5,306-57.8% |